WMI Master Class in Wealth Management Application Form

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1 MCWM Intake 2 WMI Master Class in Wealth Management Application Form General Instructions for Completing Your Application Thank you for your interest in the WMI Master Class in Wealth Management (MCWM). Please read the following instructions carefully before completing the application form. Supplementary instructions are given in each section of the form. Please complete the sections accordingly and provide the supporting documents as required. You may wish to retain a copy of the completed form for personal record. All registration details will be kept in strict confidence. You are encouraged to apply early. Application Fee The first-time application fee is S$ Applications received without application fees will not be processed. Payment should be made by cheque in favour of Wealth Management Institute Pte Ltd. The application fee is non-refundable. Tuition Fee Participants may enrol for the entire programme or by module. Upon acceptance into the programme, applicants will need to pay the full applicable tuition fee. For company-sponsored applicants, the payment of the tuition fee should be made by cheque in favour of Wealth Management Institute Pte Ltd. For individual applicants, the payment of the tuition fee should be made by cashier s order. The tuition fee is subject to applicable GST and is non-refundable. Module Investment Products & Alternative Investments (6 days) Investment Advisory (3 days) International Wealth Planning (3 days) Client Onboarding, Compliance, Risk & Crisis Management (3 days) Managing Successful Client Relationships (3 days) Note: The above fees are indicative and subject to change. Fee S$8,000 Application Please send your completed application form, the supporting documents and cheque payment for the application fee by postal mail to: Wealth Management Institute Pte Ltd 60B Orchard Road #06-18, Tower 2 The Singapore For more information, please reach us at (65) or Page 1 of 7

2 CHECKLIST Application Form and Supporting Documents Before sending your application to the Wealth Management Institute, please tick ( ) the following items (where applicable) to ensure they have been included in your application: Check payment for first-time application fee (S$85.00) Application form (including this checklist, duly completed) Photocopy of: a) NRIC (for Singapore citizens), or b) Passport, re-entry permit, and/or employment pass (for Singapore permanent residents and/or Singapore-based foreigners) For individual applicants, please include the following documents as well: Official academic transcripts of all educational institutions attended Current resume Other supporting documents Page 2 of 7

3 1. PERSONAL INFORMATION OF CANDIDATE Please read the instructions carefully and print clearly in BLOCK LETTERS. Name (as in NRIC or Work Pass): (Dr /Mr / Mrs / Ms)* Home: Office: Mobile Phone: Mailing Address: Address: Date of Birth (dd/mm/yyyy): Gender: M / F* Nationality For Singapore Citizen NRIC: Age: Dietary Preference (if any): Country of Birth For Singapore PR UIN: For Singapore-based Foreigner Currently possess a valid work pass? Foreign Identification No.: Yes / No* 2. CURRENT EMPLOYER Name of Company: Company Address: Work Department: (e.g. Private Banking; Commercial Banking; IT) Designation: Nature of Work: (e.g. RM in Private Banking; Investment Advisor) 3. EMPLOYMENT HISTORY Total number of years of working experience: years Total number of years of work experience in private banking: years Page 3 of 7

4 Please indicate previous full-time work experiences in reverse chronological order. Full-time national services and part-time, temporary and vacation jobs need not be included. From To Organisation Designation Nature of Work (e.g. RM in Private Bank) 4. HIGH SCHOOL / POLYTECHNIC / COLLEGE / UNIVERSITY EDUCATION Please list in reverse chronological order. From To Name of Institution, Country Highest qualification achieved, Major (if any) 5. OTHER QUALIFICATIONS Please include professional courses you are currently undertaking or are being admitted to (e.g. CFA, ACCA, etc.) if applicable. From To Professional Body Discipline Status Page 4 of 7

5 6. PROGRAMME REGISTRATION Please tick ( ) the boxes corresponding to the module(s) for which you are applying below. Participants who would like to attain the Level 2/3 IBF Advanced certification in the area of Wealth Management Relationship Management/ Investment Advisory Private Banking and obtain 2 years exemption of CACS CPD hours would need to successfully complete all six modules. Applicants should have at least 3 years of related direct work experience. ( ) Module Fee before FSDF funding Fees after FSDF funding* Investment Products & Alternative Investments S$8,000 S$2,400 Investment Advisory S$1,800 International Wealth Planning S$1,800 Client Onboarding, Compliance, Risk & Crisis Management S$1,800 Managing Successful Client Relationships The above fees are indicative and subject to change. S$1,800 * Participants (Singaporeans or Singapore Permanent Residents) may apply for the IBF Standards Training Scheme (IBF-STS) under the Financial Sector Development Fund (FSDF). For programmes commencing on or after 1 January 2014, IBF-STS provides 70% funding for direct training costs, subject to a cap of S$7,000 / participant / programme. The grant is disbursed on a reimbursement basis and subject to eligibility criteria, and terms and conditions. Financial sector organisations sponsoring Singaporean / Singapore Permanent Resident participants may obtain the IBF-STS for IBF accredited training programmes. Organisations can contact the IBF at for claims enquiries. Non-company sponsored individuals (Singaporeans or Singapore permanent residents) may approach the Wealth Management Institute for more information on their claims. For more details on the Scheme, please refer to the relevant brochure at For information on application for absentee payroll with the Singapore Workforce Development Agency (WDA), please contact WMI at FUNDING To be completed by non-sponsored individual only: Are you applying for funding under the FSDF Funding for IBF-Standards Training Scheme (IBF-STS)? Yes No Please note that funding is on a reimbursement basis, subject to eligibility criteria and terms and conditions. Page 5 of 7

6 8. DECLARATION I declare that the information provided in this application and sheets attached here are true to the best of my knowledge and belief and that I have not wilfully suppressed any material fact. I also understand that if after the approval of the application, it is found that I have made a false declaration or wilfully suppressed material facts, I may be required to withdraw from the programme, any tuition fee paid will not be refunded, and monies awarded under the FSDF Funding for IBF Standards Training Scheme (IBF - STS), if any, will be recovered. I understand that the offer of admission by the Wealth Management Institute and funding under the FSDF Funding for IBF Standards Training Scheme (IBF-STS) is conditional upon my satisfying all the prevailing criteria for admission and funding support. I confirm that I have fully read and understood the WMI Privacy Policy and Terms of Use outlined in the WMI website (http://www.wmi.com.sg/terms-of-use/privacy-statement.html) Name of Applicant: (Dr/Mr/Mrs/Ms)* Applicant s Signature: Date: / / Page 6 of 7

7 For company-sponsored candidate, the following should be completed by the sponsoring company/institution: Name of Authorised Signatory: (Dr/Mr/Mrs/Ms)* Designation: Phone No.: Fax No.: Authorised Signature: Company Stamp: Date: / / Contact Person: (Dr/Mr/Mrs/Ms)* Designation: Phone No.: Fax No.: Company Mailing Address: FOR OFFICIAL USE AC Processed by: Signature: Date: Contact No.: Page 7 of 7

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